Managing and Sharing Saved Reports

To save a report for future use, create your report and then select “Save”. This will allow you to Name your report and create a description. Your saved report will now be accessible under “My Reports”.

Manage Reports

From the Reports tab under any company, the 'Manage My Reports' link allows users to share their reports, delete their reports, or review lists of other users saved reports.

Share Reports

If you wish to share your report with another user select “Manage Reports” under “My Reports”. Broker users will have the option to share with other administrators and/or with HR.

To share a saved report with another user from your agency, under "Share", select the Admin button. You will then be able to select the agency users with whom you would like to share your report.

To share a saved report with an HR User, under "Share", select the HR button.

When sharing with HR, the administrator has 3 options:

Share will all HR users across all companies: This allows all HR users, including new HR users added in the future, access to the report. HR user will see the report on their Reports page under the 'Shared Reports' section. Also displayed in the "Manage My Reports" page in a section called "System Shared Reports".

Share with specific HR users within one company: Change the drop down of companies to the desired company, and select the user(s) to share report access. Note, when changing companies and selecting additional users, you are REMOVING the access assigned to users in another company. HR user will see the report on their Reports page under the 'Shared Reports' section. Also displayed in the "Manage My Reports" page in a section called "HR Shared Reports".

Share with specific HR users across multiple companies: The company selection list displays all HR users within all companies when left on "All Clients". Users are displayed in alphabetical order by name of company, and then user last name. Select user(s) from this list to grant access to specific users within multiple companies. HR user will see the report on their Reports page under the 'Shared Reports' section. Also displayed in the "Manage My Reports" page in a section called "HR Shared Reports".

View HR User Reports

From the 'Manage my reports' link, Agency Users will also have access to all reports created by their clients HR users. These reports will display under the User Reports section of the page. The name of the HR User who created the report and the Company name will also be displayed here.

Change A Shared Report

A report that has been shared cannot be changed by anyone other than the owner of the report. Users are able to make changes to a shared report and re-save a copy of the report.

Delete Reports

You also have the option to delete a saved report under the “Manage My Reports” link. Only report owners can delete their reports.

HR User Report Sharing

HR users will have access to share with other HR users within their company . User clicks on the appropriate link and selects the users to grant access to the report. HR user will see the report on their Reports page under the 'Shared Reports' section.

Comments

I would also like to know if I can share a report with an HR user, or with the client themselves. I set up a report for a client in my panel and would love to share it with them, but it appears the only option for sharing is to users set up within my own agency.